Filed October 21, 2021 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,432 | $69,383+162.9% | $101,275+80.1% | $73,497+148.2% |
| Participation rate | 99.6% | 68.4%+31.2pp | 75.8%+23.8pp | 70.7%+28.9pp |
| Annual return | 26.30% | 18.46%+7.8pp | 46.48%-20.2pp | 28.51%-2.2pp |
| Employer contribution / active EE | $7,596 | $2,628+189.0% | $3,660+107.5% | $2,270+234.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |